Pagescape
Video TipsLoginPricing
?
Proposal templates

Bookkeeping Proposal Templates

Win bookkeeping and accounting clients with a proposal that lists services, scope and monthly fees clearly.

Designs that suit a bookkeeping proposal

Financial advisory proposal cover in navy and charcoal with a confident serif headline and a clean figures table.Financial AdvisoryMuted navy and charcoal, confident serifs and clear figure tables.Minimal Swiss grid proposal cover with strict columns, lots of white space and one bold red accent block.Swiss Grid LayoutStrict grid, generous white space and one bold accent colour.Data-driven proposal cover with metric strips, bar charts and a comparison table beneath a bold headline.Data DrivenDense layouts with metric strips and comparison tables.Traditional corporate proposal cover in navy and gold with structured columns and a formal serif header.Traditional CorporateNavy and gold, structured columns and formal headers.

What a good bookkeeping proposal includes

  • Services and scope
  • Software and reporting
  • Monthly fees and packages
  • Onboarding and compliance

How it works

Pick a design, then give Pagescape your notes, a brief or an existing document, plus any photos and your logo. It writes and lays out the full proposal in the style you chose, and you can edit any page before you send it.